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425 TIP. Top 5 predictions for 2022 w/ Andrew Walker

Andrew Walker of Rangeley Capital is back on the show to provide an update on the Discovery merger with WarnerMedia and to discuss his top 5 predictions for 2022.

IN THIS EPISODE, YOU’LL LEARN:
0:00:00 – Intro
0:00:15 – Update on the Merger Between Discovery and Warner Media
0:05:44 – Predictions of the Discovery Stock Price Post Merger
0:12:07 – Why Value Stocks Will Outperform This Year With a Special Focus On Sporting Goods Retailers and Cyclical Commodity Companies
0:26:31 – The Bullish Case for Cable Companies
0:31:20 – The Fall of Peloton and How the Price to Value Looks Today
0:38:30 – The Law of Large Numbers, How High Flying Tech Might Have Its Wings Clipped
0:42:44 – How SPACs Will Fair Since the Recent Bubble Burst

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▶️ PAST EPISODE MENTIONED:
– 359 TIP. The Rise and Fall of Archegos and Discovery w/ Andrew Walker – https://youtu.be/4w99f-fkZ3c
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